PBL vs RSBY
Comparison between PGIM PORTFOLIO BALLAST ETF (PBL, ETF) and RETURN STACKED(R) BONDS & FUTURES YIELD ETF (RSBY, ETF).
PBL vs RSBY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PBL
$78M
Winner
RSBY
$78M
Expense Ratio
Winner
PBL
0.45%
RSBY
1.01%
Max Drawdown
Winner
PBL
17.27%
RSBY
25.08%
Sharpe Ratio
Winner
PBL
1.42
RSBY
1.28
5Y Beta
PBL
0.60
Winner
RSBY
-0.17
PBL vs RSBY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PBL
+1.73%
RSBY
-2.21%
3M
Winner
PBL
+6.44%
RSBY
+4.19%
6M
PBL
+6.64%
Winner
RSBY
+15.90%
1Y
PBL
+17.94%
Winner
RSBY
+20.15%
Max(CAGR)
Winner
PBL
+13.16%
RSBY
-2.61%
PBL vs RSBY - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | PBL | RSBY |
|---|---|---|
| 2026 | +6.28% | +19.70% |
| 2025 | +12.58% | -12.80% |
| 2024 | +17.42% | -7.90% |
| 2023 | +14.10% | N/A |
| 2022 | -3.52% | N/A |
PBL vs RSBY Drawdown Comparison
The maximum drawdown for PBL was -11.62%, occurring on Apr 8, 2025. Recovery took 136 trading sessions.
The maximum drawdown for RSBY was -23.32%, occurring on May 21, 2025. This drawdown has not yet recovered.
The current PBL drawdown is -1.74%. The current RSBY drawdown is -6.06%.
| Rank | PBL | RSBY |
|---|---|---|
| #1 | -11.62% Dec 6, 2024 - Jun 26, 2025 | -23.32% Sep 6, 2024 - May 21, 2025 |
| #2 | -7.88% Aug 1, 2023 - Dec 12, 2023 | -1.20% Aug 26, 2024 - Sep 4, 2024 |
| #3 | -5.82% Jan 28, 2026 - Apr 15, 2026 | -0.15% Aug 22, 2024 - Aug 26, 2024 |
| #4 | -5.70% Jul 16, 2024 - Sep 19, 2024 | N/A |
| #5 | -4.95% Feb 2, 2023 - May 22, 2023 | N/A |
| #6 | -4.22% Mar 28, 2024 - May 15, 2024 | N/A |
| #7 | -4.18% Dec 14, 2022 - Feb 1, 2023 | N/A |
| #8 | -3.95% Oct 28, 2025 - Dec 24, 2025 | N/A |
| #9 | -2.29% May 14, 2026 - May 28, 2026 | N/A |
| #10 | -2.27% Oct 7, 2025 - Oct 23, 2025 | N/A |
| #11 | -2.22% Oct 18, 2024 - Nov 6, 2024 | N/A |
| #12 | -1.89% Jan 12, 2026 - Jan 27, 2026 | N/A |
| #13 | -1.74% Jun 4, 2026 - Jun 5, 2026 | N/A |
| #14 | -1.68% Feb 12, 2024 - Feb 22, 2024 | N/A |
| #15 | -1.59% Dec 27, 2023 - Jan 19, 2024 | N/A |
Correlation
Correlation between PBL and RSBY is -0.01 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.01
-101
Dividend Comparison (2022 - 2025)
PBL vs RSBY dividend yield comparison.
| Year | PBL | RSBY |
|---|---|---|
| 2025 | 2.21% | 2.07% |
| 2024 | 6.89% | 2.29% |
| 2023 | 7.92% | 0.00% |
| 2022 | 0.16% | 0.00% |
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